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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,395 | $165,399-81.6% | $149,745-79.7% | $158,982-80.9% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,407 | $7,183-52.6% | $6,843-50.2% | $5,983-43.1% |
| Admin fee / account holder | $119 | $10,811-98.9% | $9,312-98.7% | $11,252-98.9% |